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Philip James Wealth Mangement, LLC: DGRS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Philip James Wealth Mangement, LLC on DGRS, newest first. How the timeline and the estimate are built.

Philip James Wealth Mangement, LLC held 52,788 DGRS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,788 shares
    Change vs previous 13F -2,413 shares

    0.35% of the 13F portfolio, value $3,133,184.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,201 shares
    Change vs previous 13F -21,942 shares

    0.34% of the 13F portfolio, value $2,923,347.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 77,143 shares
    Change vs previous 13F +2,039 shares

    0.44% of the 13F portfolio, value $3,827,731.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,104 shares
    Change vs previous 13F +10,556 shares

    0.44% of the 13F portfolio, value $3,753,706.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,548 shares
    Change vs previous 13F +1,072 shares

    0.38% of the 13F portfolio, value $3,004,709.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,476 shares
    Change vs previous 13F -161 shares

    0.36% of the 13F portfolio, value $2,951,640.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 63,637 shares
    Change vs previous 13F +1,698 shares

    0.42% of the 13F portfolio, value $3,260,133.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,939 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,191,700.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).